+1,278.0%
AAPL vs HUM
+152.7%
+1,125.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.5% | +1.3% |
| 7D | +3.8% | +2.1% | +1.8% | +3.4% |
| 30D | +9.9% | +5.4% | +4.5% | +8.7% |
| 3M | +12.5% | +11.4% | +1.1% | +9.6% |
| 6M | +27.6% | +141.5% | -113.9% | +4.5% |
| YTD | +22.6% | +61.2% | -38.6% | +8.5% |
| 1Y | +45.0% | +49.2% | -4.2% | +29.8% |
| 3Y | +87.8% | -9.0% | +96.8% | +86.5% |
| 5Y | +128.7% | +7.2% | +121.5% | +106.3% |
| All | +1,278.0% | +152.7% | +1,125.3% | +937.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling